Our Team

Rick began his career as a financial advisor while serving an internship with the financial services firm Waddell & Reed in August of 1992. He enjoyed the experience and continued to work with Waddell & Reed following his graduation...

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Raymond Janish

LPL Registered AAMS Principal

231- 843-1516

231-843-0208

Raymond has over 21 years of experience in the financial securities industry. He received his B.A. in Business Marketing from Ferris State University and, in 2001, received the professional designation of Accredited Asset Management...

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Elizabeth De Kuiper

Investment Representative

231- 843-1516

231-843-0208

Beth has over 16 years of experience in financial services with a B.A. from Michigan State University in financial administration, and Series 6, 7, 63 & 65 Registrations through LPL Financial. Beth was an investment representative for...

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Stephanie Vail

Investment Representative

231- 843-1516

231-843-0208

Stephanie graduated from Calvin College and holds her Series 7 and 66 designations. She has worked for the Custer Insurance Agency since 2009 and currently serves as the Agency Manager. Stephanie began her career as a Financial Advisor...

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Jared Lauber

LPL Registered Administrative Associate

231-843-1516

231-843-0208

Jared began his career in the financial industry serving as a financial advisor at Shelby State Bank in 2014. The next two and half years were spent gaining valuable insight into the world of advising. In January of 2017 Jared joined...

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